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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $23,582 |
Service code 49 · EIN 36-4212397 | Other Services | $3,460 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,564 | $88,186-50.6% | $165,071-73.6% | $74,459-41.5% |
| Participation rate | 98.1% | 73.1%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 15.35% | 17.13%-1.8pp | 70.17%-54.8pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $470 | $2,600-81.9% | $4,347-89.2% | $2,626-82.1% |
| Participant deferral / active EE | $4,824 | $4,505+7.1% | $6,035-20.1% | $4,350+10.9% |
| Admin fee / account holder | $129 | $2,234-94.2% | $12,695-99.0% | $1,945-93.4% |